1. Grab is a great choice for increasing international exposure this year due to U.S. weakness and the company's expected accelerating revenue growth in FY25. 2. Grab's strong Q4 earnings, diverse service offerings, and significant growth potential in Southeast Asia make it an attractive long-term hold. 3. Although expensive at ~28x forward adjusted EBITDA, Grab should be able to sustain a growth premium over better-known peers like Uber, especially as adjusted EBITDA is expected to grow ~40-50%.
Related Articles
- October 2025 Perspective13 days ago
- Grab Holdings Is Cheaper Than It Looks15 days ago
- CoreWeave's AI Climb Still Hides Untapped Firepower17 days ago
- IonQ: Near-Term Revenue Analysis, Long Runway For Price Increase19 days ago
- Micron Technology, Inc. (MU) Q4 2025 Earnings Call Transcript21 days ago
- Broadcom: 4 Reasons Why It Is Still A Buyabout 1 month ago
- ASML Holding: $1.5B Mistral AI Misfireabout 1 month ago
- Shopify: Pay The Right Priceabout 1 month ago
- Hims & Hers Health: Still Undervaluedabout 1 month ago
- Housing: 5 More Signs Of A Rapidly Deteriorating Marketabout 2 months ago